HomeMy WebLinkAbout05-14-15 (2) BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APPRAISEMENT ALLOWANCE OR DISALLOWANCE penns-vivania
PO BOX 280q%qq�D�0, OFFICE OF OF DEDUCTION6 AND ASSESSMENT OF TAX ON
HARRISBURG, SECURITY ACCOUNTS HELD IN DEPARTMENT OF REVENUE
RE G IS ; cE R' F Vi':1 Ll L S BENEFICIARY FORK REV-1548A AFP (11-14)
DATE* 05-11-2015
?0!5 FAY 19 PM 121 20 ESTATE OF SHUEY LOUISE A
DATE OF DEATH 06-04-2014
CL E 0 F FILE NUMBER 21 14-0571
ORPHtJ`1' COUNTY CUMBERLAND
' 'J' GARELL SSN/DC
ACN 14503847
3004 5OSH"UA RD APPEAL BY DATE: 07-10-2015
LAFAYETTE HILL PA 19444-2003 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG -THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
,App 71-1:i4)7----- - --- - - - - --------------- - --- ---- ---- --- --- --- -- - --- -
NOTICE
--- - - - - --------------- - --- ---- ---- --- --- --- -- - --- -NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS
AND ASSESSMENT OF TAX ON SECURITY ACCOUNTS HELD IN BENEFICIARY FORM
DATE. 05-11-2015
ESTATE OF:-SHUEY LOUISE A DATE OF DEATH: 06-04-2014 COUNTY: CUMBERLAND
FILE NO. : 21 14-0571 S.S/D.C. NO. : ACN: 14503847
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
BENEFICIARY FORM OF ASSET INFORMATION
NAME OF SECURITY: OPPENHEIMER ACCOUNT NO. : 4201173227
TYPE OF ASSET: SECURITIES ( X SECURITY ACC ( ) STOCK C ) BONDS
DOD Valuation 64,851 .30 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 32,425.65 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 32,425.65 REGISTER OF WILLS AT THE
Tax Rate X .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 1 ,459. 15 OR MONEY ORDER PAYABLE TO:
TAX CREDITS: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
INTEREST IS CHARGED THROUGH 05-19-2015* TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1 ,459.15
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.09
TOTAL DUE 1,468.24
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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